SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Q2 2026 13F filing
Updated 59 days ago1,062 disclosed positions worth $5.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD INDEX FDS | $358.9M | 4.17M | 6.46% | Added(+1622.0%) |
| 2 | ? N/A GOLDMAN SACHS ETF TR | $321.9M | 2.27M | 5.79% | Trimmed(-5.3%) |
| 3 | ? N/A ISHARES TR | $263.7M | 1.61M | 4.74% | Added(+14.6%) |
| 4 | ? N/A SSGA ACTIVE ETF TR | $189.1M | 4.79M | 3.40% | Added(+6.0%) |
| 5 | S SCHW-PJ SCHWAB STRATEGIC TR | $186.2M | 5.99M | 3.35% | Added(+277.6%) |
| 6 | ? N/A WORLD GOLD TR | $159.8M | 2.01M | 2.88% | Added(+301.3%) |
| 7 | ? N/A LISTED FDS TR | $144.1M | 2.24M | 2.59% | — |
| 8 | ? N/A AMERICAN CENTY ETF TR | $133.3M | 2.03M | 2.40% | Added(+1.5%) |
| 9 | E ETHA ISHARES TR | $131.3M | 1.72M | 2.36% | Added(+248.7%) |
| 10 | V VGES VANGUARD INDEX FDS | $119.5M | 1.39M | 2.15% | Added(+473.3%) |
| 11 | ? N/A GOLDMAN SACHS ETF TR | $93.7M | 660.5K | 1.69% | Trimmed(-72.4%) |
| 12 | G GOOGN ALPHABET INC | $88.2M | 246.8K | 1.59% | Added(+197.4%) |
| 13 | A AVGO BROADCOM INC | $81M | 214.3K | 1.46% | Added(+287.5%) |
| 14 | ? N/A ISHARES TR | $80.2M | 490.1K | 1.44% | Trimmed(-65.2%) |
| 15 | A AMZN AMAZON COM INC | $80M | 335.6K | 1.44% | Added(+147.4%) |
| 16 | S STT-PG SELECT SECTOR SPDR TR | $79.1M | 1.47M | 1.42% | Added(+4.9%) |
| 17 | ? N/A GMO ETF TRUST | $75.9M | 2.02M | 1.36% | Added(+1.2%) |
| 18 | ? N/A CAPITAL GROUP GROWTH ETF | $75.6M | 1.60M | 1.36% | Trimmed(-9.0%) |
| 19 | A AAPL APPLE INC | $71M | 245.2K | 1.28% | Added(+80.4%) |
| 20 | A APH AMPHENOL CORP | $67.8M | 384.5K | 1.22% | — |
| 21 | M MSFT MICROSOFT CORP | $65.3M | 175.1K | 1.18% | Trimmed(-0.1%) |
| 22 | S STT-PG SELECT SECTOR SPDR TR | $64.5M | 602.4K | 1.16% | Added(+608.8%) |
| 23 | M META META PLATFORMS INC | $57.6M | 102.2K | 1.04% | Added(+220.0%) |
| 24 | C C-PR CITIGROUP INC | $56.7M | 405.1K | 1.02% | Added(+22.2%) |
| 25 | ? N/A ARISTA NETWORKS INC | $55M | 323.5K | 0.99% | Added(+26.0%) |
| 26 | L LLY ELI LILLY & CO | $53.1M | 44.3K | 0.96% | Added(+0.9%) |
| 27 | O ODFL OLD DOMINION FREIGHT LINE IN | $47M | 217.1K | 0.85% | Added(+308.9%) |
| 28 | ? N/A SSGA ACTIVE ETF TR | $46.8M | 1.19M | 0.84% | Trimmed(-73.8%) |
| 29 | S SCHW-PJ SCHWAB STRATEGIC TR | $46.3M | 1.49M | 0.83% | Trimmed(-6.2%) |
| 30 | V VST VISTRA CORP | $42M | 264.6K | 0.76% | Added(+11.2%) |
| 31 | ? N/A WORLD GOLD TR | $41.2M | 518.3K | 0.74% | Added(+3.3%) |
| 32 | ? N/A ROBINHOOD MKTS INC | $39M | 388.9K | 0.70% | Added(+24.1%) |
| 33 | V VGES VANGUARD INDEX FDS | $38.1M | 174.6K | 0.68% | Added(+76.3%) |
| 34 | ? N/A AMERICAN CENTY ETF TR | $37.6M | 573.3K | 0.68% | Trimmed(-71.3%) |
| 35 | ? N/A LISTED FDS TR | $36M | 560.2K | 0.65% | — |
| 36 | E ETHA ISHARES TR | $35.8M | 467.5K | 0.64% | Trimmed(-5.0%) |
| 37 | A AAPL APPLE INC | $35.3M | 121.9K | 0.64% | Trimmed(-10.3%) |
| 38 | W WMT WALMART INC | $34.6M | 305.9K | 0.62% | Added(+179.1%) |
| 39 | ? N/A BONDBLOXX ETF TRUST | $34M | 929.3K | 0.61% | Added(+372.6%) |
| 40 | M MA MASTERCARD INCORPORATED | $33.6M | 65.4K | 0.60% | Added(+98.3%) |
| 41 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $33.5M | 1.59M | 0.60% | Added(+357.9%) |
| 42 | A AMAT APPLIED MATLS INC | $31.6M | 43.8K | 0.57% | Added(+286.9%) |
| 43 | A APP APPLOVIN CORP | $30.6M | 59.3K | 0.55% | Added(+75976.9%) |
| 44 | A AMZN AMAZON COM INC | $30.4M | 127.6K | 0.55% | Trimmed(-5.9%) |
| 45 | ? N/A CAPITAL GROUP GROWTH ETF | $29.6M | 627.0K | 0.53% | Trimmed(-64.4%) |
| 46 | ? N/A SPDR INDEX SHS FDS | $29.3M | 566.2K | 0.53% | Added(+2.1%) |
| 47 | ? N/A J P MORGAN EXCHANGE TRADED F | $26.8M | 436.0K | 0.48% | Trimmed(-8.2%) |
| 48 | G GOOGN ALPHABET INC | $26.5M | 74.1K | 0.48% | Trimmed(-10.7%) |
| 49 | A AVGO BROADCOM INC | $24.8M | 65.6K | 0.45% | Added(+18.6%) |
| 50 | M MSFT MICROSOFT CORP | $24M | 64.4K | 0.43% | Trimmed(-63.3%) |